JKA
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Jones Kertz & Associates’s Box BOX Stock Holding History

Jones Kertz & Associates’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$775K Sell
29,214
-2,525
-8% -$63K 0.36% 53
2026
Q1 		$750K Hold
31,739
– – 0.4% 54
2025
Q4 		$949K Buy
+31,739
New +$996K 0.49% 49

Other funds holding BOX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jones Kertz & Associates's BOX Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Box (BOX) stake by 8% in Q2 2026, selling an estimated $63K and leaving 29,214 shares worth $775K. The position accounts for 0.36% of the portfolio, ranked #53.

Jones Kertz & Associates first reported a position in BOX in Q4 2025 and has held it in 3 quarters since. The position peaked at $949K in Q4 2025. 157 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Jones Kertz & Associates held 29,214 shares of Box worth $775K as of Q2 2026.
  • Jones Kertz & Associates sold 2,525 Box shares in Q2 2026, an estimated $63K.
  • Box made up 0.36% of Jones Kertz & Associates's portfolio in Q2 2026, its #53 holding.
  • Jones Kertz & Associates first reported a position in Box in Q4 2025 and has held it in 3 quarters since.
  • Jones Kertz & Associates's Box position peaked at $949K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.